In this episode with Greg Goff, let’s dive into different insurance choices and what might work for you. Listen to how Greg’s friend lost a large sum of his retirement savings on taxes. If you don’t want to make the same mistake, tune in and start planning your finances today!

 

Key takeaways to listen for

• The advantage of diversified long-term investments under economic volatility
• How much emergency fund should you save
• More reasons to reach out and work with a financial professional
• Roth IRA: What it is and how it can benefit your kids
• How a background knowledge in investment can lead you to best decisions

 

Resources mentioned in this episode

• Jim Cramer
• Roth IRA

 

About Greg Goff

Greg is a CERTIFIED FINANCIAL PLANNER™. Greg learned the value of comprehensive financial planning while working as a Financial Advisor at a Fortune 500 firm. Knowing there was a disconnect between financial planning and entrepreneurship, Greg founded Sound Wealth Management, a financial planning firm focused on serving business owners. Greg is also a Certified Investment Management Analyst®, Chartered Financial Consultant®, and a Chartered Life Underwriter®.

Greg enjoys spending time with his wife, Kinsley, their daughter, and their two rescue pups, Marlow and Cooper. They enjoy exploring all Greenville, SC, offers and visiting family in Hilton Head and Charlotte.

 

Connect with Greg

• Website: Sound Wealth Management 
• LinkedIn: Gregory Goff, CFP®
• Facebook Page: Sound Wealth Management
• Instagram: @soundwealthmanagement 
• YouTube: Sound Wealth Management 
• Email: [email protected]

 

Connect with Leigh

Please subscribe to this podcast on iTunes or the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown. 

Subscribe to Leigh's other podcast Real Estate From The Rooftops

 

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